Mark your calendars for the 2024 conference

Registration is now open for 2024!

Tuesday, May 14
1:30 pm – 4:oo pm

Baird Center
400 W Wisconsin Ave
Milwaukee WI, 53203

Register or confirm your sponsorship now

Learn more about our conference speakers here. To learn about sponsor opportunities, contact Brenda Campbell at (414) 310-5920 or

“The conference is a great opportunity to gain actionable investment insight from the best-of-the-best in the industry. Even better, proceeds from the event help to promote financial literacy here at home. I’ve attended for years and wouldn’t miss it!”

– Duane McAllister, CFA, managing director
& senior portfolio manager, Baird Advisors

Explore Sponsorship Opportunities

2024 Sponsors to be announced

Premier Sponsor

Speaker Sponsors


Media Sponsor

Networking Sponsor

Presenting Sponsors

Morgan Stanley

Supporting Sponsors

Program Sponsors

Catholic Financial Life
Dana Investments
Darr Advisors
First Business Bank
Heartland Funds
Heck Capital Advisors
JP Morgan Chase & Co
Madison Investment
MLG Capital
Milwaukee Bucks
Russell Investment